Greg Jimenez

Greg Jimenez, CFP®, CIMA®, is currently the Director and Managing Director at Fidelity Investments. They hold a bachelor's degree in finance from Washington State University and maintain several financial certifications, including the FINRA Series 6, 7, and 63 registrations, as well as life insurance licenses and the Certified Financial Planner™ (CFP®) designation. Previously, Greg has worked as a Pension Administrator, Financial Advisor, and Relationship Manager across various firms, including Merrill Lynch and Russell Investments. In addition to their professional pursuits, Greg has contributed to non-profit organizations, including serving on the board of Centerforce and participating in the development committee for the Permission to Start Dreaming Foundation. In their personal life, Greg enjoys golfing, traveling, and cycling, and resides in Gig Harbor with their spouse, Dawn.